Since I have been toying with the idea of $VICI (+2,65 %) out of the portfolio and replace it with $UBER (-2,45 %) I finally made the trade today. The fact that Bill Ackman has now also built up a larger Uber position has reinforced my analysis.
I think the future for Uber as an aggregator in the transportation and delivery service sector is greener than it is estimated today and I do not believe that self-driving cars (Waymo, Tesla) will permanently weaken Uber's business and platform.
I have also trimmed my $AXP (-2,31 %) trimmed my position and invested the capital in Uber.
